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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.36% | | 5-Year Average Return: | -0.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.21% | |
Worst 1-Yr Total Return (2008): | -36.76% | |
Best 3-Yr Total Return (2004-6): | 15.48% | |
Worst 3-Yr Total Return (2006-8): | -6.93% |
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| 1-Year: | -21.22% | | 3-Year: | -9.87% | | 5-Year: | 0.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PNECX | Category | Diff | Index* | Diff | | Year To Date | 8.36 | 21.73 | -13.37 | 24.07 | -15.71 | | 1-Month | 4.46 | 5.16 | -0.7 | 6.00 | -1.54 | | 3-Month | 6.02 | 6.45 | -0.43 | 7.91 | -1.89 | | 1-Year | 11.82 | 24.67 | -12.85 | 25.39 | -13.57 | | 3-Year | -10.31 | -7.33 | -2.98 | -5.79 | -4.52 | | 5-Year | -0.17 | 0.27 | -0.44 | 0.71 | -0.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.02 | 47.53 | -9.51 | 45.76 | -7.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.76 | -16.99 | -10.77 | -18.25 | -9.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PNECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.76 | -37.09 | 0.33 | | 2007 | | | 3.46 | 1.42 | 2.04 | | 2006 | | | 23.21 | 18.15 | 5.06 | | 2005 | | | 10.61 | 5.95 | 4.66 | | 2004 | | | 13.02 | 12.97 | 0.05 | | 2003 | | | 26.65 | 28.44 | -1.79 | | 2002 | | | -7.66 | -18.69 | 11.03 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PNECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.46 | 15.31 | 13.69 | N/A | | 2008 | -7.72 | -3.05 | -7.29 | -23.75 | | 2007 | 1.57 | 6.48 | -0.77 | -3.60 | | 2006 | 6.61 | 1.78 | 5.80 | 7.32 | | 2005 | 0.80 | 2.79 | 4.55 | 2.11 | | 2004 | 2.60 | 1.26 | 1.16 | 7.53 | | 2003 | -7.64 | 17.18 | 3.09 | 13.51 | | 2002 | 6.71 | -6.10 | -17.33 | 11.46 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1254 | 1293 | 96.98 | | 1-Month | 133 | 1338 | 9.94 | | 3-Month | 172 | 1329 | 12.94 | | 6-Month | 1188 | 1320 | 90.00 | | 1-Year | 1057 | 1280 | 82.58 | | 3-Year | 791 | 1088 | 72.70 | | 5-Year | 387 | 917 | 42.20 |
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